SAP IBP Configuration - Perform Period Shift in SAP IBP

[Peng_Lu]

In SAP IBP, period shift refers to the ability to shift key figure values by a specified number of time periods. This is useful for scenarios where you need to compare or analyze data across different time frames.

The IBP_PERIODSHIFT function simplifies this process. It allows you to configure period shifts in one step by defining the key figure, the number of periods to shift, and the aggregation type. The syntax for the IBP_PERIODSHIFT function is:

IBP_PERIODSHIFT(<KEY FIGURE@PLANLEVEL>, <NUMBER OF PERIODS>, <AGGREGATION TYPE>)

For example, if you want to shift the value of a key figure called ACTUALSQTY by 12 months into the future, you would use:

ACTUALSQTYOFFSET@MTHPRODLOC = IBP_PERIODSHIFT("ACTUALSQTY@MTHPRODLOC", 12)

This function is particularly useful for creating forecasts, performing trend analysis, and managing time-based data transformations.

This article will show how to implement the IBP_PERIODSHIFT function in SAP IBP.

Set Up Period Shift

1. Create a new key figure called ACTUALSQTYOFFSET1YR using the following data.

Field	Value
Key Figure ID	ACTUALSQTYOFFSET1YR
Name	Previous Year Sales
Description	Previous Year Sales
Base Planning Level	PERPRODCUST
Calculated	X
Edit Allowed	Not Editable

2. Ensure that the Request level calculation for ACTUALSQTYOFFSET1YR is such that it is the sum of the PERPRODCUST level: ACTUALSQTYOFFSET1YR@REQUEST = SUM(“ACTUALSQTYOFFSET1YR@PERPRODCUST”)

Ensure ACTUALSQTYOFFSET1YR is selected as an input but not as Stored.

3. Add the following calculation definition for ACTUALSQTYOFFSET1YR key figure: ACTUALSQTYOFFSET1YR@PERPRODCUST = IBP_PERIODSHIFT("ACTUALSQTY@PERPRODCUST", 12)

4. Activate planning area, by selecting the Full Scope No Dependencies option.

Test the Solution Using Planner Workspaces

1. Test your solution by creating a Planner Workspace using the information provided in the table.

Use the following Values for Time:

Field	Value
Time Period	Monthly
From	Current Month - 12
To	Current Month + 12
Rolling	Yes

Use the following Values for Attributes: 

Attributes: PRDFAMILY

Use the following Values for Key Figures:

Field	Value
Actuals Qty	Selected
Previous Year Sales	Selected

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